James Hairford
James Hairford is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Baton Rouge, LA, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
8850 United Plaza Blvd #702, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the President/Owner of Louisiana Insurance Advisors, LLC, where he assists people with health, life, disability, and annuity products, dedicating about 15 hours per week. He also serves as a pastor at Galvaz Pentecostal Church, spending about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Metlife Securities INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.